ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. We bring Case of the Week to you to highlight the most relevant topics affecting your business.
Plan Establishment and “Compensation”
“My client is a shareholder in an S-Corporation. Can the business…
Faulty Form 5500 Filings and “Reasonable Cause”
“My client who sponsors a 401(k) plan received a notice from…
The New Way to Count Participants for Form 5500 Audits
“I attended a conference where there seemed to be a great deal…
Distributions Affect Saver’s Tax Credit
“My client wants to claim a Saver’s Tax Credit for 2022 but…
A SIMPLE Switch
“Can I terminate my SIMPLE IRA plan and start a 401(k) plan…
Sweeter Deal Awaits Small Businesses When Starting a Workplace Retirement Plan
“What are the changes to the small plan startup tax credits…
How SECURE 2.0 Effects Plan Establishment Deadlines
“Did SECURE 2.0 affect the deadline for establishing retirement…
New RMD Rules to Live By
“It seems there were several changes to required minimum distributions…
New RMD Age and Plan Delay
“Several of my clients’ qualified retirement plans include…
Mandatory Automatic Enrollment—Is My Plan Grandfathered?
“My client established a new 401(k) plan effective 1/1/2023.…
CalSaver’s Plan and Federal Plan Startup Tax Credit
“A number of my business clients have been required to adopt…
About
Since being founded by John Carl more than 20 years ago, RLC has been the retirement industry’s go-to resource for outsourced ERISA consulting, thought leadership, and business building value add strategies. RLC’s goal is always to be the nation’s preeminent thought leader on retirement issues.
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233 South Wacker Drive, Suite 8350
Chicago, IL 60606-7147
Phone: 877-275-7521
Fax: 320.323.3709
Email: info@retirementlc.com